Yours truly, Rachel Carlsen
At Carlsen Partners, we do more than just prepare tax returns — we build proactive tax strategies designed to minimize your liabilities and maximize your financial success. With deep expertise in ever-changing tax laws and a commitment to personalized service, we help individuals, entrepreneurs, and small businesses stay compliant, save money, and plan confidently for the future.
Whether you’re navigating complex business deductions, managing multi-state filings, or preparing for year-end taxes, we bring clarity and confidence to your financial picture. Let us turn tax season into an opportunity — not a burden.Services Include:
- Tax Return Preparation (Individual, Business, Trusts)
- Strategic Tax Planning & Advisory
- IRS Representation & Audit Support
- Entity Structuring & Business Consulting
Let’s make your taxes work for you — not against you.
NEW 2025 Digital Asset Reporting Rules
- IRS finalized new crypto reporting rules (Form 1099-DA).
- Crypto-to-crypto trades and NFT gains are now reportable and taxable.
- Clients must be advised to track basis and report foreign-held digital assets on Form 8938.
Other Key Changes
Retirement Plan Changes (SECURE 2.0 Phase-In)
- Starting January 1, 2025, catch-up contributions for individuals earning $145,000+ must be made on a Roth basis.
- Automatic enrollment is now mandatory for most new 401(k) plans.
IRS Interest Rates
- As of Q3 2025, IRS interest rates remain at:
- 8% for underpayments (individuals and most corporations)
- 10% for large corporate underpayments
Rachel Carlsen, CPA
Why Choose Carlsen Partners?
Expertise You Can Trust
Expertise You Can Trust
Expertise You Can Trust
Our team of tax consultants has years of experience and in-depth knowledge of the tax laws and regulations. You can trust us to provide you with expert advice and guidance on all of your tax matters.
Maximize Your Refund
Expertise You Can Trust
Expertise You Can Trust
We work diligently to ensure that you receive the maximum refund possible. Our team is well-versed in identifying all eligible deductions and credits to help you keep more of your hard-earned money.
Responsive and Reliable
Expertise You Can Trust
Responsive and Reliable
We understand the importance of timely and reliable service. Our team is always responsive to your needs and strives to provide you with the best service possible.
Tailored Tax Solutions
Expertise You Can Trust
Responsive and Reliable
We recognize that every client has unique tax needs. That's why we provide tailored tax solutions to meet your specific needs and goals. You can count on us to provide customized solutions that work for you.
